TT
WES

Tiedemann Trust’s Western Gas Partners Lp WES Stock Holding History

Tiedemann Trust’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-208,336
Closed -$9.75M – 83
2015
Q3 		$9.75M Buy
208,336
+49,050
+31% +$2.77M 0.9% 23
2015
Q2 		$10.1M Buy
159,286
+9,195
+6% +$624K 0.84% 21
2015
Q1 		$9.88M Buy
150,091
+1,720
+1% +$119K 0.91% 21
2014
Q4 		$10.8M Buy
148,371
+57,283
+63% +$4.04M 0.93% 24
2014
Q3 		$6.83M Buy
91,088
+2,393
+3% +$181K 0.61% 43
2014
Q2 		$6.78M Buy
88,695
+9,460
+12% +$670K 0.65% 37
2014
Q1 		$5.24K Buy
79,235
+10,094
+15% +$628K 0.57% 36
2013
Q4 		$4.26M Buy
69,141
+3,920
+6% +$237K 0.66% 29
2013
Q3 		$3.92M Buy
65,221
+4,240
+7% +$257K 0.67% 27
2013
Q2 		$3.96M Buy
+60,981
New +$3.66M 0.66% 28

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Tiedemann Trust's WES Position: Q4 2015 in Review

Tiedemann Trust sold out of Western Gas Partners Lp (WES) in Q4 2015, closing a stake of 208,336 shares — an estimated $9.75M sold.

Tiedemann Trust first reported a position in WES in Q2 2013 and held it in 10 quarters. The position peaked at $10.8M in Q4 2014. 183 funds tracked by Wall St. Rank hold WES as of Q4 2015.

  • Tiedemann Trust reported no remaining Western Gas Partners Lp position as of Q4 2015 after selling out during the quarter.
  • Tiedemann Trust sold 208,336 Western Gas Partners Lp shares in Q4 2015, an estimated $9.75M.
  • Tiedemann Trust first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 10 quarters.
  • Tiedemann Trust's Western Gas Partners Lp position peaked at $10.8M in Q4 2014.
  • 183 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q4 2015.

Based on Tiedemann Trust's 13F filing for Q4 2015, filed 28 Jan 2016.